Intel might return to Apple laptops, but not the way you think
Summary
Analyst Ming-Chi Kuo suggests Intel could begin manufacturing Apple’s entry-level M-series chips by mid-2027, signaling a significant shift in Apple’s supply chain and future MacBook production, though not a return to Intel-powered Macs.
Key Insights
How can Intel be involved in Apple laptops again without Apple using Intel processors?
Intel is expected to manufacture Apple's entry-level M-series chips using its foundries, rather than Apple switching back to Intel's x86 processors. This means Intel would produce Apple's ARM-based M-series chips, such as the M6 or M7, starting around 2027, marking a manufacturing partnership rather than a processor architecture change.
Why would Apple have Intel manufacture its M-series chips instead of continuing solely with TSMC?
Apple's decision to have Intel manufacture its lowest-end M-series chips could help diversify its supply chain and address political pressures, such as the Trump administration's preference for 'Made in USA' products. While TSMC will continue to supply the majority of Apple's chips, Intel's involvement would provide an additional manufacturing source for certain entry-level processors.